Truist Financial’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Truist Financial’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	611,334 +106,928	+21%	+$2.1M	0.01%	591
2026 Q1	$9.9M	Buy	504,406 +26,926	+6%	+$531K	0.01%	614
2025 Q4	$9.43M	Buy	477,480 +7,795	+2%	+$154K	0.01%	623
2025 Q3	$9.26M	Buy	469,685 +20,815	+5%	+$410K	0.01%	639
2025 Q2	$8.82M	Sell	448,870 -32,274	-7%	-$632K	0.01%	630
2025 Q1	$9.43M	Buy	481,144 +15,133	+3%	+$295K	0.02%	585
2024 Q4	$9.08M	Sell	466,011 -34,590	-7%	-$676K	0.01%	606
2024 Q3	$9.87M	Buy	500,601 +438,591	+707%	+$8.58M	0.02%	598
2024 Q2	$1.19M	Buy	62,010 +10,924	+21%	+$210K	﹤0.01%	1516
2024 Q1	$985K	Buy	51,086 +2,097	+4%	+$40.5K	﹤0.01%	1623
2023 Q4	$953K	Buy	48,989 +8,649	+21%	+$164K	﹤0.01%	1625
2023 Q3	$756K	Buy	40,340 +3,787	+10%	+$71.8K	﹤0.01%	1694
2023 Q2	$695K	Buy	+36,553	New	+$703K	﹤0.01%	1781

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Truist Financial's BSCR Position: Q2 2026 in Review

Truist Financial increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 21% in Q2 2026, buying an estimated $2.1M and bringing the position to 611,334 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #591.

Truist Financial first reported a position in BSCR in Q2 2023 and has held it in 13 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Truist Financial held 611,334 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $12M as of Q2 2026.
Truist Financial bought 106,928 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $2.1M.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #591 holding.
Truist Financial first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.